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Community Investment & Retirement Services

Community Investment & Retirement Services is a full-service financial firm dedicated to helping those in the Massachusetts area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

How We Can Help

Community Investment & Retirement Services

Community Investment & Retirement Services is a full-service financial firm dedicated to helping those in the Massachusetts area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

How We Can Help

We Are a Proud Member of The Retirement Income Store®

About The Retirement Income Store

The Retirement Income Store is comprised of a national network of financial advisors who specialize in income-generating investment strategies designed to help protect your retirement savings. As a Retirement Income Store, the financial advisors at Community Investment & Retirement Services are uniquely qualified to help you enjoy financial peace of mind through reliable streams of income you can count on well into retirement.

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Our Services

For more than two decades, Community Investment & Retirement Services has helped clients better preserve their savings and increase their retirement income through comprehensive financial planning services.

At Community Investment & Retirement Services, we believe it is essential for those who are retired or nearing retirement to understand all the options available to help them achieve the retirement they've always envisioned.

When you work with an advisor from Community Investment & Retirement Services you are working with an Income Specialist who understands the best ways to help preserve your savings, so you can use it as a renewable source of income in retirement.

At Community Investment & Retirement Services, we believe that it is essential for those who are retired or nearing retirement to understand the best ways to navigate the complexities of planning and saving for retirement.
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We work closely with our clients to provide them with financial planning advice that gives them the best chance of achieving their long-term financial goals. Learn More >
Many people tend to minimize the value of Social Security, but Social Security benefits can be more valuable than many people realize. First of all, Social Security… Learn More >
Through our connections with qualified attorneys in the area, we can help to ensure you have an effective estate plan in place to help protect your assets and loved ones. Learn More >
Through our connections with CPAs in the area, we can help you avoid paying any more in taxes than you are legally obligated to. Learn More >
When it comes to growing your money over the long-term, studies have shown that tax advantage is one of the biggest benefits you could have in growing your money. Tax advantage is a main reason Individual Retirement Accounts (IRAs) and 401(k)s are so popular when it comes to saving for retirement. Learn More >
By focusing on income-generating investments, such as bonds and bond-like instruments, we can help you establish reliable streams of income that can allow you to know, with a greater sense of certainty, what your financial future holds. Learn More >
We not only specialize in helping our clients achieve safer passage into retirement through income-generating investments, we also provide a wide range of investment services. Learn More >
Affluence comes with its own set of needs and challenges. We can help you implement effective wealth management strategies to help grow and preserve your wealth. Learn More >
Our wealth preservation strategies can help you keep more of what you’ve worked so hard to earn. Learn More >

Sign up for our Free Financial Education Video Series

Preview the short animated video below which illustrates some important facts about retirement. By understanding how certain patterns in the financial markets tend to repeat themselves, you’ll be better prepared to focus on strategies that can help you avoid damaging losses to your retirement savings. If you like what you see, enter your information in the form below to sign up for our financial education video series. 

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What Our Clients Are Saying About Us

Massachusetts
Jason D.
Jason D. Community Investment & Retirement Services helped me establish ongoing streams of income that are not dependent on stock market performance.
Dallas, Texas
My financial advisor took the time to explain all the options available to help me reach my retirement goals.
My financial advisor took the time to explain all the options available to help me reach my retirement goals. Massachusetts
Community Investment & Retirement Services helped me reduce my exposure to market risk and economic uncertainty.
Jim S.
Jim S.Massachusetts
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* Unpaid and unsolicited client testimonials

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Enter your information to schedule a free, no-obligation consultation. In one quick phone call or meeting, we can help to determine if you’re on the right path to enjoying the retirement of your dreams. If not, we can help you make the necessary adjustments.

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Community Investment & Retirement Services is a full-service financial firm dedicated to helping those in the Massachusetts area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Community Financial & Retirement Services. and our editorial staff.

Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business.

Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Community Financial & Retirement Services and Sound Income Strategies LLC are not associated entities.

© 2023 Sound Income Strategies

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142 Main St. Leominster, MA 01453

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Copyright © 2024 Community Investment & Retirement Services. All Rights Reserved.

Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Community Investment & Retirement Services and Sound Income Strategies, LLC are not associated entities. Community Investment & Retirement Services is a franchisee of The Retirement Income Store®, LLC. The Retirement Income Store®, LLC and Sound Income Strategies, LLC are associated entities.

A franchise of The Retirement Income Store.

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You can also call us directly at (978) 883-6977

Learn More About Mandee

In preparation for her continuing the family business and taking over full time once Dee retires, Mandee Carter, the Vice President and Associate Advisor of the Carter Financial Group, has been working alongside her father running the day-to-day business and learning the ropes, so to speak, since 2017.

Mandee received her BS in Psychology in 2016 and started her career in the Financial Industry in 2010 when she started helping in the office. After acquiring her degree, she came on full-time in March 2017 as Dee’s business partner and Main Associate Advisor helping clients navigate the intricacies of investing for retirement and overall successful financial planning.

In 2021, she was named an Elite Producer with American Equity amongst other accolades.

In Mandee’s spare time, she likes to go to the gym, spend time with her boyfriend, friends and family. She is an animal lover and rescuer. She has 2 German Shepherds that she rescued from the shelter 6 years ago. She still enjoys almost all things Psychology related and is constantly researching something. She enjoys meeting new client prospects and likes speaking with her current clients. She loves helping people.